New York Life Investment Management’s National Health Investors NHI Stock Holding History

New York Life Investment Management’s Portfolio NHI Stock Details NHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,369	Closed	-$451K	–	853
2024 Q3	$451K	Sell	5,369 -1,540	-22%	-$119K	﹤0.01%	817
2024 Q2	$468K	Buy	6,909 +669	+11%	+$42.9K	﹤0.01%	808
2024 Q1	$392K	Sell	6,240 -189	-3%	-$10.7K	﹤0.01%	813
2023 Q4	$359K	Buy	+6,429	New	+$340K	﹤0.01%	1093
2022 Q3	–	Sell	-13,028	Closed	-$790K	–	1241
2022 Q2	$790K	Buy	+13,028	New	+$742K	0.01%	644

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New York Life Investment Management's NHI Position: Q4 2024 in Review

New York Life Investment Management sold out of National Health Investors (NHI) in Q4 2024, closing a stake of 5,369 shares — an estimated $451K sold.

New York Life Investment Management first reported a position in NHI in Q2 2022 and held it in 5 quarters. The position peaked at $790K in Q2 2022. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

New York Life Investment Management reported no remaining National Health Investors position as of Q4 2024 after selling out during the quarter.
New York Life Investment Management sold 5,369 National Health Investors shares in Q4 2024, an estimated $451K.
New York Life Investment Management first reported a position in National Health Investors in Q2 2022 and held it in 5 quarters.
New York Life Investment Management's National Health Investors position peaked at $790K in Q2 2022.
277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on New York Life Investment Management's 13F filing for Q4 2024, filed 5 Feb 2025.